Check the background of this financial professional on FINRA's BrokerCheck.
DB Wealth Management
David Bilka, CFP®
President
352-728-6789
dbilka@royalaa.com
Welcome

At DB Wealth Management, we can help.

The hallmark of our firm is educating, providing trusted advice, and first-class service to our clients. Regardless of how simple or complex your financial situation, we put you at the center to ensure that your plans accurately reflect your unique vision and values.

By design, we are an independent firm allowing us to serve clients with objective advice.  We are small enough to offer you the personalized service that you're looking for, yet large enough to have access to a wide variety of investment options.  

If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you optimize your wealth and simplify your life.

Welcome to DB Wealth Management.  Welcome to your financial future.

Latest Video Client Alert
Newsletters
  • Playing Catch-Up with Your 401(k) or IRA
    A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no
  • The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season
    The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure
  • What It Means to Be a Financial Caregiver for Your Parents
    If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances.
  • What should I evaluate when considering a new job offer?
    Today, few people stay with one employer until retirement. Instead, it's likely that at some point during your career, you'll be searching for a new
  • I received a new job offer but the salary is low. Should I make a counteroffer?
    Probably. Getting paid less than you should when starting a new job can affect not only your current paycheck but also your long-term
    
PreviousNext
 
 
 

Securities, insurance & advisory services offered through Royal Alliance Associates, Inc. Member FINRA/SIPC and a registered investment adviser. DB Wealth Management, LLC is not affiliated with Royal Alliance Associates, or registered as a broker-dealer or an investment adviser.



This communication is strictly intended for individuals residing in the state(s) of FL, NE and OH. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.